See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,566 | $81,248-25.5% | $155,509-61.1% | $80,856-25.1% |
| Participation rate | 52.5% | 66.2%-13.8pp | 78.2%-25.7pp | 67.6%-15.2pp |
| Annual return | 11.31% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,012 | $3,100-67.4% | $4,672-78.3% | $2,755-63.3% |
| Participant deferral / active EE | $1,575 | $3,452-54.4% | $5,626-72.0% | $4,296-63.3% |
| Admin fee / account holder | $821 | $7,997-89.7% | $15,912-94.8% | $6,918-88.1% |